Stifel Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
138,339
+2,193
| +2% | +$304K | 0.02% | 612 |
|
|
2025
Q1 | $16M | Buy |
136,146
+7,086
| +5% | +$833K | 0.02% | 650 |
|
|
2024
Q4 | $16.4M | Sell |
129,060
-14,255
| -10% | -$1.81M | 0.02% | 646 |
|
|
2024
Q3 | $16.8M | Sell |
143,315
-1,654
| -1% | -$194K | 0.02% | 654 |
|
|
2024
Q2 | $16M | Buy |
144,969
+21,461
| +17% | +$2.37M | 0.02% | 622 |
|
|
2024
Q1 | $14.1M | Sell |
123,508
-9,376
| -7% | -$1.07M | 0.02% | 676 |
|
|
2023
Q4 | $13.9M | Buy |
132,884
+4,549
| +4% | +$475K | 0.02% | 650 |
|
|
2023
Q3 | $11.7M | Sell |
128,335
-6,636
| -5% | -$606K | 0.02% | 656 |
|
|
2023
Q2 | $13M | Buy |
134,971
+2,804
| +2% | +$271K | 0.02% | 616 |
|
|
2023
Q1 | $12M | Buy |
132,167
+12,708
| +11% | +$1.16M | 0.02% | 619 |
|
|
2022
Q4 | $9.99M | Sell |
119,459
-4,120
| -3% | -$344K | 0.02% | 660 |
|
|
2022
Q3 | $9.69M | Sell |
123,579
-32,652
| -21% | -$2.56M | 0.02% | 641 |
|
|
2022
Q2 | $12.4M | Buy |
156,231
+3,069
| +2% | +$243K | 0.02% | 591 |
|
|
2022
Q1 | $15.4M | Buy |
153,162
+60
| +0% | +$6.03K | 0.02% | 572 |
|
|
2021
Q4 | $17.6M | Sell |
153,102
-6,325
| -4% | -$729K | 0.02% | 542 |
|
|
2021
Q3 | $17.9M | Sell |
159,427
-3,833
| -2% | -$430K | 0.03% | 511 |
|
|
2021
Q2 | $18.5M | Buy |
163,260
+753
| +0.5% | +$85.2K | 0.03% | 491 |
|
|
2021
Q1 | $16.6M | Sell |
162,507
-21,310
| -12% | -$2.17M | 0.03% | 487 |
|
|
2020
Q4 | $18.9M | Buy |
183,817
+33,119
| +22% | +$3.4M | 0.03% | 418 |
|
|
2020
Q3 | $13M | Buy |
150,698
+23,412
| +18% | +$2.02M | 0.03% | 463 |
|
|
2020
Q2 | $10.1M | Sell |
127,286
-338
| -0.3% | -$26.7K | 0.02% | 501 |
|
|
2020
Q1 | $7.71M | Sell |
127,624
-24,378
| -16% | -$1.47M | 0.02% | 520 |
|
|
2019
Q4 | $11.6M | Buy |
152,002
+18,140
| +14% | +$1.38M | 0.02% | 552 |
|
|
2019
Q3 | $9.48M | Sell |
133,862
-44,280
| -25% | -$3.13M | 0.02% | 577 |
|
|
2019
Q2 | $12.7M | Buy |
178,142
+23,454
| +15% | +$1.67M | 0.03% | 481 |
|
|
2019
Q1 | $10.5M | Sell |
154,688
-19,982
| -11% | -$1.35M | 0.03% | 520 |
|
|
2018
Q4 | $9.94M | Sell |
174,670
-12,726
| -7% | -$724K | 0.03% | 494 |
|
|
2018
Q3 | $12.7M | Sell |
187,396
-22,792
| -11% | -$1.54M | 0.04% | 444 |
|
|
2018
Q2 | $13.3M | Buy |
210,188
+10,954
| +5% | +$694K | 0.04% | 438 |
|
|
2018
Q1 | $12.2M | Buy |
199,234
+56,200
| +39% | +$3.44M | 0.04% | 459 |
|
|
2017
Q4 | $8.57M | Sell |
143,034
-4,862
| -3% | -$291K | 0.03% | 580 |
|
|
2017
Q3 | $8.28M | Sell |
147,896
-321,170
| -68% | -$18M | 0.03% | 571 |
|
|
2017
Q2 | $25.3M | Buy |
469,066
+61,876
| +15% | +$3.34M | 0.09% | 228 |
|
|
2017
Q1 | $21.1M | Sell |
407,190
-18,892
| -4% | -$977K | 0.08% | 252 |
|
|
2016
Q4 | $20.8M | Buy |
426,082
+31,442
| +8% | +$1.53M | 0.09% | 241 |
|
|
2016
Q3 | $19.2M | Buy |
394,640
+148,490
| +60% | +$7.23M | 0.09% | 245 |
|
|
2016
Q2 | $11.5M | Buy |
246,150
+17,212
| +8% | +$805K | 0.05% | 332 |
|
|
2016
Q1 | $10.6M | Sell |
228,938
-9,834
| -4% | -$453K | 0.06% | 321 |
|
|
2015
Q4 | $11M | Sell |
238,772
-117,410
| -33% | -$5.4M | 0.06% | 333 |
|
|
2015
Q3 | $15.8M | Buy |
356,182
+35,972
| +11% | +$1.59M | 0.09% | 248 |
|
|
2015
Q2 | $15.5M | Buy |
320,210
+38,054
| +13% | +$1.84M | 0.08% | 273 |
|
|
2015
Q1 | $13.8M | Buy |
282,156
+246,742
| +697% | +$12.1M | 0.08% | 308 |
|
|
2014
Q4 | $1.65M | Buy |
35,414
+1,312
| +4% | +$61.1K | 0.01% | 1007 |
|
|
2014
Q3 | $1.51M | Sell |
34,102
-3,494
| -9% | -$154K | 0.01% | 880 |
|
|
2014
Q2 | $1.68M | Buy |
37,596
+1,060
| +3% | +$47.5K | 0.02% | 846 |
|
|
2014
Q1 | $1.57M | Buy |
+36,536
| New | +$1.57M | 0.02% | 837 |
|